JTSQX
2050 JPMorgan SmartRetirement-R4
$21.64
0.03 (0.14%)
Currency in USD / Last Updated: 5/7/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 2582.236M |
| 52 Week High | 21.8 |
| 52 Week Low | 17.454 |
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Key Data
| Symbol | JTSQX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 21.64 |
| Price Yesterday | 21.61 |
| Market Cap | 2,582.24 |
| YTD Return | 7.18% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0066 |
Overview
| 52 Week High | 21.80 |
|---|---|
| 52 Week Low | 17.45 |
| Market Cap | 2,582.24M |
| Shares Outstanding | 119.33M |
| Income Dividend Yield | 1.53% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.53% |
Returns Annualized
| One Day | 41.90% |
|---|---|
| Five Days | 343.95% |
| One Months | 1.60% |
| Three Months | 21.23% |
| Six Months | 39.26% |
| Nine Months | 17.59% |
| One Year | 20.08% |
| Three Years | 3.39% |
| Five Years | 9.49% |
| Ten Years | -999 |
| YTD | 21.99% |
| Since Inception | 9.31% |
Returns Total
| One Day | 0.14% |
|---|---|
| Five Days | 3.00% |
| One Month | 0.14% |
| Three Months | 4.84% |
| Six Months | 17.68% |
| Nine Months | 12.91% |
| One Year | 20.06% |
| Three Years | 10.46% |
| Five Years | 57.26% |
| Ten Years | -999 |
| YTD | 7.18% |
| Since Inception | 97.19% |
Yearly Returns
| 2024 | 7.18% |
|---|---|
| 2023 | 20.14% |
| 2022 | -18.44% |
| 2021 | 17.38% |
| 2020 | 15.28% |
| 2019 | 24.71% |
| 2018 | -9.90% |
| 2017 | 21.85% |
| 2016 | 1.35% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -4.97% |
|---|---|
| Beta | 0.89 |
| Correlation | 96.37% |
| Downside Deviation | 2.91% |
| Coefficient of determination | 92.87% |
| Standard Deviation | 3.11% |
| Sharpe Ratio | -0.68 |
| Sortino | -2.52 |
| Treynor | 16.46 |
| Ulcer Index | 3.32 |
| Ulcer Performance Index | -2.21 |